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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $884,801 | $209,888+321.6% | $189,545+366.8% | $167,553+428.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.32% | 748.66%-736.3pp | 555.36%-543.0pp | 478.89%-466.6pp |
| Employer contribution / active EE | $3,333 | $6,915-51.8% | $6,162-45.9% | $4,840-31.1% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,364 | $14,300-62.5% | $12,049-55.5% | $12,316-56.4% |